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Add ad leads to master leads sheet and notify team

Your solar lead submissions often arrive incomplete, hiding contact and address details schedulers and installers need. Leads go to your master sheet and are emailed to the team for same-day qualification.

Add ad leads to master leads sheet and notify team

Workflow preview:

Zap details:

Overview

When Facebook ad leads arrive unstructured, schedulers and installers lack the context to act. This flow logs each lead into your master sheet and emails the right staff so prospects are reviewed and contacted the same day.

Add ad leads to master leads sheet and notify team